Making it easier to do business

A digital experience to simplify the way you manage client relationships.

Clearing the path for your practice

You have unique business needs, so we developed a digital experience supported by a fully licensed concierge team to help facilitate with documentation and submission. With a few easy steps, you can establish access and manage contracts for your clients: 

Research client options

Our dedicated teams help identify the right annuity based on your client’s need.

Suitability and review

Engage with our fully licensed concierge team as they handle the application, suitability, and review.

Manage client contracts

We issue the contract upon receipt of funds, so you can access, trade, establish fee billing, and manage online.

Digital Client Needs Analysis

Exclusive to RIA and Wealth Managers, Jackson introduces a digital experience to help clients with wealth accumulation and preservation, tax mitigation, wealth transfer, income generation, and risk management strategies. And it all starts with the Digital Client Needs Analysis. After you register with Jackson, you can use this system to research client options and communicate your client's needs.

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Investment advisor registration made easy

Establishing your business at Jackson has never been easier. Register now to take advantage of the RIA & Wealth Manager's digital experience.

Dedicated consultants

Your dedicated consultant is specialized in advanced planning, investment management, and tax management strategies for individuals and families.

Team of experts

Jackson offers a team of experts for specialized business needs.

  • Advanced Strategies: a team of attorneys and advanced designees who provide support for complex tax, trust, estate, charitable, and retirement planning issues.
  • Investment Product Strategy: the go-to resource for capital market inquiries and a deeper perspective of subaccounts.
  • Advisory Integration Group: your connection to implementing advisory products on various platforms and the industry's latest financial technology.
  • Competitive intelligence: a dedicated team of analysts providing intelligence on the current competitive landscape, including market analysis, current trends and pricing information of annuity carriers. 

Research & insights for Wealth Managers

Jackson's financial facts and figures

For more than 50 years, Jackson has offered an array of products designed to help you plan for your retirement and protect your loved ones. Jackson maintains a firm commitment to corporate integrity, superior products, and outstanding service. Whatever your financial goals, we’re here to help you pursue them.

Clarity you and your clients deserve

Choose a provider with the financial expertise and superior service that strives to reduce the confusion around retirement planning. 

Connect with a consultant

You can connect with our dedicated consultants in many ways. Send us a note and we will get back to you within 24 hours, or contact us at: (800) 711-7397.

Or view our coverage map to connect with a specific consultant.

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Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.

The concierge team operates as part of Jackson National Life Distributors LLC (“JNLD”). JNLD is a whole owned subsidiary of Jackson National Life Insurance Company (collectively, with its affiliates “Jackson”) and distributes annuities issued by Jackson. JNLD’s primary activities involve the distribution of annuities, insurance, and mutual funds issued by Jackson and its affiliates through financial intermediaries. JNLD offers limited brokerage services and makes recommendations to retail investors who are referred to it by fiduciaries such as trust companies and registered investment advisers. JNLD and its concierge team’s financial professionals are not a fiduciary with respect to the recommendations and do not maintain a fiduciary relationship with your clients. JNLD does not make investment decisions for your clients or provide ongoing investment advice, monitor investments, or hold customer accounts or assets. JNLD forwards your client’s product application to Jackson, the insurance carrier. Your client’s investment is held direct by Jackson, not in an account at JNLD. Upon acceptance of the application by Jackson, JNLD’s relationship with your client ends.

Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.

Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.